Shaeff Julie 4

What Happened

• Julie Shaeff, Chief Accounting Officer of Comfort Systems USA, was granted a total of 414 restricted stock units (RSUs) on March 23, 2026 (194 RSUs + 220 RSUs). At vesting, 84 shares were surrendered/forfeited to satisfy tax withholding, reported as a disposition valued at $1,408.25 per share (84 shares = $118,293). The grants include time-based RSUs and performance-based RSUs that vested.

Key Details

• Transaction date(s): March 23, 2026 (reported on Form 4 filed March 25, 2026).
• Grants: 194 RSUs (new award) and 220 RSUs (performance RSUs that vested); total acquired 414 RSUs at $0.00 per share (award).
• Withholding/tax payment: 84 shares disposed to cover tax liability, priced at $1,408.25 per share for a total of $118,293 (reported as code F).
• Vesting/terms: Footnote F1 — the RSUs granted on March 23, 2026 vest in equal installments over a three‑year schedule. Footnote F2 — the 2023 performance RSUs vested based on 2023–2025 TSR and average EPS targets. Footnote F3 — the shares withheld/forfeited were priced using the March 23, 2026 closing price.
• Shares owned after transaction: Not specified in the provided filing.
• Filing timeliness: Form filed March 25, 2026 for March 23 transactions (within the typical two-business-day deadline; no late filing indicated).

Context

• These transactions are awards and vesting events (not open-market buys or sales). The 84-share disposition reflects tax withholding (a routine administrative action) rather than a market sale for investment purposes.
• Performance RSUs vested based on company metrics (relative TSR and EPS) — that vesting converted performance units into shares on March 23, 2026. Time-based RSUs will vest over the next three years per the grant terms.